When he no longer needed an individual retirement account (IRA), he made DAV the beneficiary. All it took was a simple change of beneficiary form Henry filed with his fiduciary.
“I’m proud of this simple gift to DAV, in thanks for all of the help they have given me throughout the years in making sure that my disability claims were properly addressed by the VA,” he said.
Mr. Henry was physically injured during his military service, but his problems didn’t end there. Like many of his fellow Vietnam veterans, he suffers health issues caused by exposure to the toxic defoliant Agent Orange.
“Many of us veterans who were drafted to serve our country years ago had no thought as to the consequences of that service,” says Mr. Henry. “We did it because of the love for our country. When the consequences started to emerge, we were stunned, confused and in shock because no one told us about the downhill spiral that our medical health would be taking.
“In my eyes, DAV has always been there, that one ray of hope or shining light that you see off in the distance and run to embrace because it will help you immensely in getting your health, life and family back on track. Of all the veterans service organizations out there, DAV by far is the best and most sincere organization in regards to the veteran.”
Lots of people never think of retirement assets or life insurance policies as property that they own — or as assets they can use to make gifts to charities, sometimes with tax advantages.
A DAV member or friend can do what Mr. Henry did, and make DAV the sole or a partial beneficiary of a retirement fund or insurance policy that is no longer needed for its original purpose. These future gifts will someday bring hope to some very deserving injured heroes who will need DAV for years and generations to come.
At DAV, we cherish the story of every veteran’s service and what inspires them to give back to their fellow veterans.
If you have created an estate gift for DAV, please let us know. We’d like to thank you through the Guardian Society, our appreciation for future gifts.
Legal address for estate gifts: Disabled American Veterans, P.O. Box 14301, Cincinnati, Ohio 45250. Tax identification number: 31-0263158.
For more information or to receive our estate planning folder, please call 1-800-216-9802, ext. 1, e-mail email@example.com, or visit www.dav.org/giftplanning.